ESI Element Solutions Inc. Common Stock
NYSE · Chemicals · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 28, 2026
$37.93
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$22.8652w low
$49.2552w high
Market Cap (MRQ)
$10.26B
P/E (TTM)
51.3
EPS (TTM)
$0.74
Revenue (TTM)
$3.15B
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52W Range
$23–$49
Analyst Rating
BUY
Price Target
$47
P/E
51.3
ROE
6.6%
Net Profit Margin
5.7%
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ESI Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$37.93
Market Cap (MRQ)
$10.26B
P/E (TTM)
51.3
EPS (TTM)
$0.74
Revenue (TTM)
$3.15B
Div Yield
0.76%
ROE (TTM)
6.6%
52W Range
$23–$49
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About Element Solutions Inc. Common Stock Company overview from Wikipedia
Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.
History
The corporation was founded in 2013 by Martin E. Franklin, with financial backing from Bill Ackman.
In July, 2018, United Phosphorus Limited announced the acquisition of Arysta Life Sciences, the Crop business of Platform Specialty Chemicals for a total sum of $4.2 billion, with the latter exiting the crop business entirely. In 2019, the company changed its name to Element Solutions Inc. from Platform Specialty Chemicals. It is now listed as ESI on the New York Stock Exchange.
In March 2025, Element Solutions was added to the S&P SmallCap 600 Index.
Operations
Element Solutions manufactures and supplies specialty chemicals for a broad range of solutions, including mobile phones, consumer electronics, communication infrastructure, automobile, industrial surface finishing, consumer packaging and offshore oil production and drilling.
Element Solutions operates in two segments: Electronics and Industrial & Specialty.
The Electronics segment researches, formulates and sells specialty chemicals and material process technologies for all types of electronics hardware, including complex printed circuit board designs and advanced semiconductor packaging. The Company’s wet chemistries for metallization, surface treatments and solderable finishes are leveraged in the electronics manufacturing process in mobile communications, computers, automobiles and aerospace equipment.
The Industrial & Specialty segment researches, formulates and sells specialty chemicals and material process technologies that enhance surfaces or improve industrial processes. The products include chemical systems that protect and decorate metal and plastic surfaces, and chemistries used in water-based hydraulic control fluids for offshore energy productions.
The Company owns a number of subsidiaries, which go to market under different brands, including MacDermid Enthone, MacDermid Offshore Solutions, MacDermid Alpha Electronics Solutions, Compugraphics, Fernox, Electrolube and Kester.
Element Solutions has 63 manufacturing and R&D sites in 18 countries.
List of Transactions
Element Solutions has completed a number of transactions during its history, having purchased several specialty chemicals companies from 2013 through 2025:
MacDermid Incorporated in October 2013
the electronic chemicals and photomasks businesses of OM Group Inc. in October 2015
Alent plc in December 2015
Kester, a provider of solder and related products in December 2019
DMP Corporation, a provider of turnkey wastewater treatment and recycle and reuse solutions in August 2020
Coventya, a global provider of specialty chemicals for the surface finishing industry in September 2021
HK Wentworth Limited, a manufacturer of electro-chemicals for the electronics, LED, automotive and industrial manufacturing industries based in the United Kingdom in May 2021
HSO Herbert Schmidt GmbH, a developer of surface finishing technology and chemistry headquartered in Solingen, Germany in January 2022
Kuprion, a developer of next-generation nano-copper technology to the semiconductor, circuit board and electronics assembly markets, in July 2023
During a July 2024 interview on Bloomberg TV, Element Solutions’ Chief Executive Officer Benjamin Gliklich said there is “an opportunity for incremental M&A” to build out its advanced electronics business and wants to fund future M&A opportunities through cash flows.
On February 28, 2025, Element Solutions sold its flexographic printing plate business, MacDermid Graphics Solutions, for $323 million.
On July 6 2026, Element solutions was acquired by Solstice Advanced Materials for $14.5 Billion.
== References ==
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorMaterials
industryChemicals
employees5,200
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$2.55B2016-12-31 → 2025-12-31
EPS$0.792016-12-31 → 2025-12-31
Free Cash Flow$228M2016-12-31 → 2025-12-31
Net margin5.7%2016-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | ESI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 51.35Y avg ≈31.5 | ≈31.5 | 32.9 | Overvalued | |
| P/S (TTM) | 3.35Y avg ≈2.5 | ≈2.5 | 2.7 | Overvalued | |
| P/B (MRQ) | 3.65Y avg ≈2.5 | ≈2.5 | 4.1 | Overvalued | |
| Price / FCF (TTM) | 74.55Y avg ≈23.5 | ≈23.5 | · | · | |
| Price / Cash Flow (TTM) | 45.85Y avg ≈19.2 | ≈19.2 | 16.9 | Overvalued | |
| Price / Tangible Book (MRQ) | 5.7 | · | · | · | |
| PEG Ratio | ≈2.4 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | ESI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 38.4%5Y avg ≈40.2% | ≈40.2% | 35.3% | In line | |
| Operating Margin (TTM) | 12.6%5Y avg ≈12.0% | ≈12.0% | 21.1% | Weak | |
| EBITDA Margin (TTM) | 17.7%5Y avg ≈18.6% | ≈18.6% | 10.1% | Top tier | |
| Pretax Margin (TTM) | 8.8%5Y avg ≈9.8% | ≈9.8% | 15.0% | Weak | |
| Net Profit Margin (TTM) | 5.7%5Y avg ≈7.7% | ≈7.7% | 9.4% | Weak | |
| ROA (TTM) | 3.3%5Y avg ≈3.8% | ≈3.8% | 4.1% | In line | |
| ROE (TTM) | 6.6%5Y avg ≈7.9% | ≈7.9% | 9.1% | Weak | |
| ROIC | 9.2%5Y avg ≈9.5% | ≈9.5% | 11.1% | Below avg |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | ESI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 2.95Y avg ≈3.3 | ≈3.3 | 2.1 | Strong liquidity | |
| Quick Ratio | 2.75Y avg ≈2.2 | ≈2.2 | 1.0 | Strong liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | ESI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 3.8%5Y avg ≈7.3% | ≈7.3% | · | · | |
| Revenue CAGR 3Y | 0.02%5Y avg ≈2.9% | ≈2.9% | · | · | |
| Revenue CAGR 5Y | 6.6% | · | · | · | |
| EPS YoY | -21.8%5Y avg ≈43.0% | ≈43.0% | · | · | |
| Net Income YoY | -21.9%5Y avg ≈41.8% | ≈41.8% | · | · | |
| EPS CAGR 3Y | 1.3%5Y avg ≈8.8% | ≈8.8% | · | · | |
| EPS CAGR 5Y | 21.4% | · | · | · | |
| Net Income CAGR 3Y | 0.64%5Y avg ≈7.6% | ≈7.6% | · | · | |
| Net Income CAGR 5Y | 20.3% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | ESI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.55Y avg ≈0.5 | ≈0.5 | 0.6 | Weak | |
| Inventory Turnover | 5.55Y avg ≈5.4 | ≈5.4 | 4.0 | Top tier | |
| Receivables Turnover | 5.35Y avg ≈5.3 | ≈5.3 | 7.2 | Weak | |
| Revenue / Employee | ≈$490.6K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield0.76%
Payout Ratio40.8%
Annualized Payout≈$0.32
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 1, 2026 | $0.08 | USD | ≈0.93% |
| Jun 1, 2026 | $0.08 | USD | ≈0.77% |
| Mar 2, 2026 | $0.08 | USD | ≈0.92% |
| Dec 1, 2025 | $0.08 | USD | ≈1.2% |
| Sep 2, 2025 | $0.08 | USD | ≈1.3% |
| Jun 2, 2025 | $0.08 | USD | ≈1.5% |
| Mar 3, 2025 | $0.08 | USD | ≈1.3% |
| Dec 2, 2024 | $0.08 | USD | ≈1.1% |
| Aug 30, 2024 | $0.08 | USD | ≈1.2% |
| May 31, 2024 | $0.08 | USD | ≈1.3% |
| Feb 29, 2024 | $0.08 | USD | ≈1.4% |
| Nov 30, 2023 | $0.08 | USD | ≈1.5% |
| Aug 31, 2023 | $0.08 | USD | ≈1.6% |
| May 31, 2023 | $0.08 | USD | ≈1.8% |
| Feb 28, 2023 | $0.08 | USD | ≈1.6% |
| Nov 30, 2022 | $0.08 | USD | ≈1.6% |
| Aug 31, 2022 | $0.08 | USD | ≈1.7% |
| May 31, 2022 | $0.08 | USD | ≈1.4% |
| Feb 28, 2022 | $0.08 | USD | ≈1.1% |
| Nov 30, 2021 | $0.08 | USD | ≈1.1% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
4.1%
Next Report
Oct 26, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 6, 2026 | $0.47 | $0.44 | 7.9% |
| March 31, 2026 | $0.41 | $0.39 | 6.4% | |
| Dec. 31, 2025 | $0.37 | $0.36 | 1.6% | |
| Sept. 30, 2025 | $0.41 | $0.40 | 2.5% | |
| June 30, 2025 | $0.37 | $0.36 | 2.9% | |
| March 31, 2025 | $0.34 | $0.33 | 3.3% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.55B | $2.46B | $2.33B | $2.55B | $2.40B | $1.85B | $1.84B | $1.96B | $1.88B | $1.77B | $2.54B | $843M | |
| Cost of Revenue | $1.48B | $1.42B | $1.41B | $1.60B | $1.44B | $1.07B | $1.05B | $1.12B | $1.06B | $993M | $1.55B | $447M | |
| Gross Profit | $1.07B | $1.04B | $918M | $953M | $961M | $786M | $788M | $838M | $814M | $777M | $992M | $397M | |
| R&D Expense | $68M | $63M | $68M | $49M | $50M | $49M | $42M | $44M | $46M | $45M | $63M | $26M | |
| SG&A Expense | $661M | $629M | $597M | $579M | $611M | $505M | $497M | $545M | $567M | $596M | $858M | $361M | |
| Operating Expenses | $728M | $692M | $745M | $627M | $661M | $553M | $539M | $589M | $614M | $688M | $920M | $387M | |
| Operating Income | $342M | $344M | $174M | $325M | $300M | $233M | $249M | $248M | $200M | $89M | $72M | $10M | |
| Other Non-op | $-47M | $-25M | $-3M | $3M | $-10M | $-52M | $-46M | $15M | $-70M | $86M | $-44M | $-200.0K | |
| Pretax Income | $266M | $288M | $129M | $272M | $252M | $81M | $141M | $-53M | $-260M | $-232M | $-229M | $-31M | |
| Income Tax | $75M | $45M | $13M | $86M | $48M | $4M | $61M | $24M | $-69M | $-41M | $75M | $-7M | |
| Net Income | $191M | $244M | $118M | $187M | $204M | $76M | $93M | $-320M | $-296M | $-74M | $-309M | $-30M | |
| EPS (Basic) | $0.79 | $1.01 | $0.49 | $0.76 | $0.82 | $0.30 | $0.36 | $-1.13 | $-1.04 | $-0.17 | $-1.52 | $-1.94 | |
| EPS (Diluted) | $0.79 | $1.01 | $0.49 | $0.76 | $0.82 | $0.30 | $0.35 | $-1.13 | $-1.04 | $-0.65 | $-1.52 | $-1.94 | |
| Shares (Basic) | 242,000,000 | 242,100,000 | 241,400,000 | 245,100,000 | 247,400,000 | 248,800,000 | 257,600,000 | 288,200,000 | 286,100,000 | 243,300,000 | 203,200,000 | 135,300,000 | |
| Shares (Diluted) | 242,400,000 | 242,600,000 | 241,800,000 | 245,800,000 | 247,900,000 | 249,900,000 | 260,100,000 | 288,200,000 | 286,100,000 | 272,300,000 | 203,200,000 | 135,300,000 | |
| EBITDA | $493M | $502M | $340M | $487M | $464M | $394M | $404M | $405M | $576M | $596M | · | $300M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $626M | $359M | $289M | $266M | $330M | $292M | $190M | $234M | $258M | $423M | $432M | $397M | |
| Receivables | $518M | $440M | $462M | $456M | $492M | $403M | $364M | $382M | $400M | $1.05B | $1.02B | $327M | |
| Inventory | $295M | $246M | $299M | $291M | $274M | $203M | $200M | $188M | $186M | $416M | $485M | $206M | |
| Prepaid Expense | $28M | $23M | $32M | $38M | $29M | $24M | $18M | $14M | $20M | $71M | $72M | $46M | |
| Other Current Assets | $115M | $137M | $115M | $138M | $88M | $68M | $50M | $42M | $44M | $106M | $101M | $32M | |
| Current Assets | $1.58B | $1.27B | $1.20B | $1.19B | $1.21B | $990M | $833M | $2.48B | $2.34B | $2.07B | $2.24B | $1.58B | |
| PP&E (Net) | $320M | $277M | $297M | $277M | $278M | $240M | $265M | $267M | $287M | $460M | $492M | $179M | |
| PP&E (Gross) | $704M | $597M | $621M | $566M | $545M | $461M | $418M | $391M | $377M | $581M | $561M | $200M | |
| Accum. Depreciation | $385M | $320M | $324M | $289M | $267M | $220M | $153M | $124M | $90M | $120M | $64M | $21M | |
| Goodwill | $2.24B | $2.13B | $2.34B | $2.41B | $2.53B | $2.25B | $2.18B | $2.18B | $2.25B | $2.13B | $4.02B | $1.41B | |
| Intangibles | $657M | $732M | $879M | $806M | $957M | $856M | $944M | $1.02B | $1.16B | $3.23B | $3.31B | $1.34B | |
| Other Non-current Assets | $125M | $141M | $143M | $168M | $81M | $64M | $96M | $33M | $42M | $110M | $125M | $45M | |
| Total Assets | $5.10B | $4.87B | $4.97B | $4.90B | $5.14B | $4.48B | $4.32B | $9.40B | $10.25B | $10.05B | $10.19B | $4.55B | |
| Accounts Payable | $166M | $121M | $141M | $132M | $138M | $96M | $97M | $101M | $111M | $384M | $450M | $107M | |
| Short-term Debt | · | · | · | · | · | · | · | · | · | · | $17M | $0 | |
| Current Liabilities | $430M | $380M | $369M | $344M | $415M | $314M | $294M | $1.14B | $1.09B | $1.08B | $1.06B | $241M | |
| Capital Leases | $70M | $66M | $78M | $71M | $42M | $40M | $46M | · | · | · | · | · | |
| Deferred Tax | $93M | $94M | $109M | $121M | $140M | $113M | $120M | $133M | $170M | $663M | $679M | $202M | |
| Other Non-current Liabilities | $241M | $153M | $202M | $168M | $152M | $187M | $128M | $128M | $86M | $146M | $205M | $57M | |
| Total Liabilities | $2.41B | $2.48B | $2.63B | $2.55B | $2.64B | $2.17B | $2.11B | $7.22B | $7.39B | $7.16B | $7.27B | $1.99B | |
| Long-term Debt | $1.64B | $1.84B | $1.95B | $1.91B | $1.93B | $1.54B | $1.54B | $5.40B | $5.51B | $5.24B | $5.33B | $1.42B | |
| Total Debt | · | · | · | · | · | · | · | · | · | $116M | $5.25B | $1.42B | |
| Common Stock | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $2M | |
| Paid-in Capital | $4.28B | $4.21B | $4.20B | $4.19B | $4.17B | $4.12B | $4.11B | $4.06B | $4.03B | $3.98B | $3.52B | $2.81B | |
| Retained Earnings | $-905M | $-1.02B | $-1.18B | $-1.22B | $-1.33B | $-1.47B | $-1.54B | $-1.20B | $-870M | $-574M | $-533M | $-224M | |
| Treasury Stock | $394M | $350M | $342M | $334M | $159M | $138M | $79M | $4M | $100.0K | $0 | · | · | |
| AOCI | $-309M | $-467M | $-346M | $-298M | $-197M | $-195M | $-280M | $-757M | $-422M | $-674M | $-886M | $-131M | |
| Stockholders' Equity | $2.67B | $2.38B | $2.33B | $2.33B | $2.48B | $2.32B | $2.22B | $2.11B | $2.74B | $2.74B | $2.10B | $2.46B | |
| Liabilities + Equity | $5.10B | $4.87B | $4.97B | $4.90B | $5.14B | $4.48B | $4.32B | $9.40B | $10.25B | $10.05B | $10.19B | $4.55B | |
| Shares Outstanding | 269,596,952 | 267,154,474 | 266,179,100 | 265,062,533 | 261,937,509 | 261,330,127 | 258,428,333 | · | · | 284,221,168 | 229,464,157 | 182,066,980 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $151M | $158M | $167M | $161M | $164M | $161M | $155M | $157M | $156M | $156M | $251M | $88M | |
| Stock-based Comp | $59M | $15M | $9M | $18M | $40M | $6M | $12M | $15M | · | · | · | · | |
| Deferred Tax | $-13M | $-39M | $-70M | $15M | $-47M | $-53M | $-3M | $-55M | $-134M | $-42M | $-46M | $-43M | |
| Amort. of Intangibles | $110M | $118M | $124M | $120M | $124M | $119M | $113M | $112M | $110M | $109M | $202M | $67M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | $3M | |
| Other Non-cash | $-99M | $-15M | $109M | $-86M | $-35M | $86M | · | $222M | $251M | $-26M | · | · | |
| Operating Cash Flow | $290M | $362M | $334M | $296M | $326M | $276M | $171M | $-800.0K | $-34M | $-38M | $321M | $98M | |
| CapEx | $62M | $68M | $53M | $48M | $46M | $29M | $30M | $28M | $31M | $33M | $48M | $18M | |
| Investing Cash Flow | $286M | $-74M | $-250M | $-75M | $-569M | $-40M | · | · | $-93M | $-75M | $-4.26B | $-1.98B | |
| Debt Issued | $0 | $1.04B | $1.30B | $0 | $398M | $800M | $1.49B | $0 | $4.14B | · | · | · | |
| Net Debt Issued | $0 | $1.04B | $1.30B | $0 | $398M | $800M | $1.49B | · | · | · | · | · | |
| Stock Issued | · | · | · | · | · | · | · | $1M | $1M | $392M | $470M | $1.51B | |
| Stock Repurchased | $25M | $0 | $0 | $151M | $20M | $56M | $507M | $0 | $0 | · | · | · | |
| Net Stock Activity | $-25M | $0 | $0 | $-151M | $-20M | $-56M | $-507M | $1M | $1M | $392M | · | · | |
| Dividends Paid | $78M | $78M | $77M | $78M | $62M | $12M | $0 | $0 | · | · | · | · | |
| Financing Cash Flow | $-320M | $-207M | $-59M | $-276M | $290M | $-124M | · | · | $-67M | $-102M | $4.00B | $2.17B | |
| Net Change in Cash | $267M | $70M | $24M | $-64M | $38M | $102M | $-225M | $-68M | $60M | $-9M | $35M | $274M | |
| Taxes Paid | $99M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $228M | $294M | $281M | $248M | $280M | $247M | $141M | $-29M | $123M | $128M | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 42.0% | 42.1% | 39.4% | 37.4% | 40.0% | 42.4% | 42.9% | 42.7% | 42.1% | 42.0% | · | · | |
| Operating Margin | 13.4% | 14.0% | 7.4% | 12.8% | 12.5% | 12.6% | 13.6% | 12.7% | 5.9% | 7.1% | · | 25.2% | |
| Net Margin | 7.5% | 9.9% | 5.1% | 7.4% | 8.5% | 4.1% | · | -16.5% | -7.8% | -2.1% | · | · | |
| Pretax Margin | 10.4% | 11.7% | 5.5% | 10.7% | 10.5% | 4.4% | 7.7% | -2.7% | -7.6% | -1.3% | · | · | |
| EBITDA Margin | 19.3% | 20.4% | 14.6% | 19.1% | 19.3% | 21.3% | 22.0% | 20.7% | 15.2% | 16.6% | · | 35.6% | |
| ROA | 3.8% | 5.0% | 2.4% | 3.7% | 4.2% | 1.7% | · | -3.3% | -2.9% | -0.73% | · | · | |
| ROE | 7.5% | 10.4% | 5.1% | 7.8% | 8.5% | 3.3% | · | -13.4% | -10.8% | -3.0% | · | · | |
| ROIC | 9.2% | 12.2% | 6.7% | 9.6% | 9.8% | 9.5% | 6.3% | 17.1% | 8.2% | 14.2% | · | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.7 | 3.3 | 3.2 | 3.5 | 2.9 | 3.1 | 2.8 | 2.2 | 2.1 | 1.9 | 2.1 | 6.5 | |
| Quick Ratio | 2.7 | 2.1 | 2.0 | 2.1 | 2.0 | 2.2 | 1.9 | 0.5 | 1.5 | 1.4 | 1.4 | 3.0 | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | 0.0 | 2.5 | 0.6 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | 2.5 | 0.6 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.4 | 0.3 | 0.2 | 0.4 | 0.4 | · | 0.2 | |
| Inventory Turnover | 5.5 | 5.2 | 4.8 | 5.7 | 6.0 | 5.3 | 5.4 | 6.0 | 4.8 | 4.6 | · | · | |
| Receivables Turnover | 5.3 | 5.5 | 5.1 | 5.4 | 5.4 | 4.8 | 4.9 | 5.0 | 3.4 | 3.5 | · | 3.6 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $9.92 | $8.92 | $8.75 | $8.80 | · | · | · | · | · | $9.63 | $9.17 | $13.51 | |
| Revenue / Share | $10.52 | $10.13 | $9.65 | $10.37 | $9.68 | $7.42 | $7.06 | $6.80 | $13.20 | $13.17 | · | $6232.08 | |
| Cash Flow / Share | $1.20 | $1.49 | $1.38 | $1.20 | $1.31 | $1.10 | $0.66 | $-0.00 | $0.64 | $0.68 | · | · | |
| Cash / Share | $2.32 | $1.35 | $1.09 | $1.00 | · | · | · | · | · | $1.49 | $1.88 | $2.18 | |
| Dividend / Share | $0.32 | $0.32 | $0.32 | $0.32 | $0.25 | $0.05 | · | $22.85 | · | · | · | $22.85 | |
| Dividend Paid / Share | · | · | · | · | · | · | · | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| EPS (TTM) | $0.79 | $1.01 | $0.49 | $0.76 | $0.82 | $0.30 | $0.35 | $-1.13 | $-1.04 | $-0.65 | $-1.52 | $-1.94 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.8% | 5.3% | -8.5% | 6.2% | 29.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 0.02% | 0.79% | 8.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.6% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -21.8% | 106.1% | -35.5% | -7.3% | 173.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 1.3% | 7.2% | 17.8% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 21.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -21.9% | 106.8% | -36.9% | -8.1% | 169.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 0.64% | 6.2% | 16.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 20.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 44.4% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.55B | $2.46B | $2.33B | $2.55B | $2.40B | $1.85B | $1.84B | $1.96B | $1.88B | $1.77B | $2.54B | $843M | |
| Net Income TTM | $191M | $244M | $118M | $187M | $204M | $76M | $93M | $-320M | $-296M | $-74M | $-309M | $-30M | |
| Market Cap | $6.74B | $6.79B | $6.16B | $4.82B | · | · | · | · | · | $2.79B | $2.94B | $4.23B | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | $2.48B | $7.76B | $5.25B | |
| P/E | 31.6 | 25.2 | 47.2 | 23.9 | 29.6 | 59.1 | 33.4 | -9.1 | -9.5 | -15.1 | -8.4 | -12.0 | |
| P/S | 2.6 | 2.8 | 2.6 | 1.9 | · | · | · | · | · | 1.6 | 1.2 | 5.0 | |
| P/B | 2.5 | 2.9 | 2.6 | 2.1 | · | · | · | · | · | 1.0 | 1.4 | 1.7 | |
| P / Cash Flow | 23.2 | 18.8 | 18.5 | 16.3 | · | · | · | · | · | 15.1 | · | · | |
| P / FCF | 29.6 | 23.1 | 21.9 | 19.4 | · | · | · | · | · | 21.7 | · | · | |
| EV / EBITDA | · | · | · | · | · | · | · | · | · | 4.2 | · | 17.5 | |
| EV / FCF | · | · | · | · | · | · | · | · | · | 19.3 | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | 1.4 | 3.1 | 6.2 | |
| Dividend Yield | 1.1% | 1.1% | 1.3% | 1.6% | · | · | · | · | · | · | · | · | |
| Earnings Yield | 3.2% | 4.0% | 2.1% | 4.2% | 3.4% | 1.7% | 3.0% | -10.9% | -10.5% | -6.6% | -11.8% | -8.3% | |
| Payout Ratio | 40.8% | 32.0% | 65.5% | 41.7% | 30.4% | 16.4% | · | · | · | · | · | · | |
| Annual Payout | $78M | $78M | $77M | $78M | $62M | $12M | $0 | $0 | · | · | · | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $978M | $840M | $676M | $656M | $625M | $594M | $624M | $645M | $613M | $575M | $573M | $599M | $586M | $574M | $574M | $618M | |
| Cost of Revenue | $644M | $517M | $400M | $379M | $359M | $343M | $368M | $378M | $346M | $330M | $353M | $357M | $358M | $347M | $356M | $397M | |
| Gross Profit | $334M | $323M | $277M | $277M | $266M | $250M | $256M | $268M | $267M | $245M | $220M | $242M | $228M | $228M | $218M | $222M | |
| R&D Expense | $20M | $20M | $17M | $18M | $16M | $16M | $14M | $15M | $16M | $18M | $14M | $13M | $29M | $12M | $11M | $11M | |
| SG&A Expense | $201M | $191M | $190M | $158M | $156M | $157M | $167M | $158M | $155M | $149M | $151M | $150M | $147M | $149M | $147M | $131M | |
| Operating Expenses | $220M | $211M | $207M | $176M | $172M | $173M | $181M | $172M | $171M | $167M | $165M | $243M | $176M | $161M | $158M | $143M | |
| Operating Income | $114M | $111M | $70M | $101M | $94M | $77M | $75M | $95M | $96M | $78M | $56M | $-900.0K | $53M | $66M | $60M | $79M | |
| Other Non-op | $11M | $-6M | $-24M | $-14M | $4M | $-13M | $5M | $-15M | $-13M | $-2M | $-5M | $3M | $-2M | $300.0K | $-2M | $2M | |
| Pretax Income | $107M | $83M | $31M | $56M | $63M | $116M | $67M | $77M | $74M | $70M | $38M | $-16M | $48M | $60M | $38M | $70M | |
| Income Tax | $30M | $27M | $25M | $16M | $16M | $18M | $12M | $37M | $-18M | $14M | $-40M | $15M | $21M | $17M | $25M | $16M | |
| Net Income | $77M | $56M | $6M | $39M | $47M | $98M | $55M | $40M | $93M | $56M | $77M | $-32M | $30M | $43M | $12M | $53M | |
| EPS (Basic) | $0.32 | $0.23 | $0.03 | $0.16 | $0.20 | $0.40 | $0.22 | $0.17 | $0.39 | $0.23 | $0.32 | $-0.13 | $0.12 | $0.18 | $0.05 | $0.22 | |
| EPS (Diluted) | $0.32 | $0.23 | $0.03 | $0.16 | $0.20 | $0.40 | $0.22 | $0.17 | $0.39 | $0.23 | $0.32 | $-0.13 | $0.12 | $0.18 | $0.05 | $0.22 | |
| Shares (Basic) | 243,600,000 | 243,200,000 | · | 241,600,000 | 241,900,000 | 242,400,000 | · | 242,100,000 | 242,100,000 | 241,800,000 | · | 241,500,000 | 241,400,000 | 241,100,000 | · | 244,700,000 | |
| Shares (Diluted) | 243,900,000 | 243,700,000 | · | 242,000,000 | 242,200,000 | 243,000,000 | · | 242,600,000 | 242,500,000 | 242,500,000 | · | 241,500,000 | 241,700,000 | 241,800,000 | · | 245,000,000 | |
| EBITDA | $114M | $154M | · | $101M | $94M | $115M | · | $95M | $96M | $118M | · | $-900.0K | $53M | $106M | · | $79M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $190M | $177M | $626M | $594M | $530M | $499M | $359M | $376M | $309M | $286M | · | $330M | $282M | $279M | · | $234M | |
| Receivables | $711M | $677M | $518M | $502M | $497M | $455M | $440M | $475M | $481M | $459M | · | $450M | $452M | $461M | · | $468M | |
| Inventory | $418M | $422M | $295M | $291M | $284M | $270M | $246M | $286M | $335M | $319M | · | $323M | $333M | $322M | · | $310M | |
| Prepaid Expense | $45M | $30M | $28M | $29M | $32M | $28M | $23M | $28M | $29M | $25M | · | $31M | $34M | $40M | · | $35M | |
| Other Current Assets | $160M | $153M | $115M | $110M | $112M | $109M | $137M | $116M | $148M | $146M | · | $166M | $155M | $132M | · | $132M | |
| Current Assets | $1.52B | $1.46B | $1.58B | $1.53B | $1.45B | $1.36B | $1.27B | $1.35B | $1.30B | $1.24B | · | $1.30B | $1.26B | $1.23B | · | $1.18B | |
| PP&E (Net) | $409M | $403M | $320M | $300M | $297M | $284M | $277M | $274M | $298M | $296M | · | $279M | $282M | $278M | · | $263M | |
| PP&E (Gross) | $817M | $804M | $704M | $667M | $654M | $622M | $597M | $595M | $640M | $632M | · | $587M | $585M | $578M | · | $538M | |
| Accum. Depreciation | $408M | $400M | $385M | $367M | $357M | $339M | $320M | $322M | $342M | $336M | · | $308M | $302M | $300M | · | $275M | |
| Goodwill | $2.54B | $2.54B | $2.24B | $2.23B | $2.24B | $2.16B | $2.13B | $2.22B | $2.29B | $2.30B | $2.34B | $2.28B | $2.39B | $2.43B | $2.41B | $2.33B | |
| Intangibles | $1.00B | $1.03B | $657M | $676M | $706M | $714M | $732M | $782M | $807M | $840M | · | $890M | $933M | $781M | · | $804M | |
| Other Non-current Assets | $147M | $145M | $125M | $126M | $126M | $122M | $141M | $120M | $141M | $126M | · | $169M | $145M | $152M | · | $247M | |
| Total Assets | $5.78B | $5.74B | $5.10B | $5.05B | $5.00B | $4.79B | $4.87B | $5.10B | $4.98B | $4.91B | · | $4.97B | $5.06B | $4.93B | · | $4.87B | |
| Accounts Payable | $186M | $181M | $166M | $145M | $148M | $145M | $121M | $127M | $146M | $133M | · | $144M | $144M | $151M | · | $158M | |
| Current Liabilities | $524M | $544M | $430M | $377M | $355M | $345M | $380M | $384M | $372M | $341M | · | $377M | $378M | $343M | · | $354M | |
| Capital Leases | · | · | $70M | · | · | · | $66M | · | · | · | · | · | · | · | · | · | |
| Deferred Tax | $95M | $110M | $93M | $97M | $102M | $97M | $94M | $106M | $104M | $103M | · | $104M | $115M | $120M | · | $123M | |
| Other Non-current Liabilities | $261M | $254M | $241M | $256M | $258M | $172M | $153M | $198M | $176M | $184M | · | $179M | $183M | $174M | · | $172M | |
| Total Liabilities | $2.96B | $2.99B | $2.41B | $2.38B | $2.36B | $2.26B | $2.48B | $2.64B | $2.59B | $2.57B | · | $2.72B | $2.74B | $2.56B | · | $2.56B | |
| Long-term Debt | · | · | $1.64B | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | · | $3M | $3M | $3M | · | $3M | |
| Paid-in Capital | $4.30B | $4.29B | $4.28B | $4.24B | $4.23B | $4.22B | $4.21B | $4.21B | $4.21B | $4.20B | · | $4.20B | $4.19B | $4.19B | · | $4.18B | |
| Retained Earnings | $-811M | $-868M | $-905M | $-891M | $-911M | $-939M | $-1.02B | $-1.05B | $-1.07B | $-1.15B | · | $-1.24B | $-1.19B | $-1.20B | · | $-1.22B | |
| Treasury Stock | $394M | $394M | $394M | $374M | $374M | $354M | $350M | $350M | $349M | $349M | · | $342M | $342M | $342M | · | $300M | |
| AOCI | $-286M | $-293M | $-309M | $-320M | $-318M | $-410M | $-467M | $-372M | $-413M | $-384M | · | $-387M | $-362M | $-297M | · | $-378M | |
| Stockholders' Equity | $2.81B | $2.73B | $2.67B | $2.65B | $2.63B | $2.52B | $2.38B | $2.44B | $2.37B | $2.32B | · | $2.23B | $2.30B | $2.35B | · | $2.29B | |
| Liabilities + Equity | $5.78B | $5.74B | $5.10B | $5.05B | $5.00B | $4.79B | $4.87B | $5.10B | $4.98B | $4.91B | · | $4.97B | $5.06B | $4.93B | · | $4.87B | |
| Shares Outstanding | 270,559,274 | 270,478,926 | 269,596,952 | 268,109,428 | 267,722,822 | 267,661,545 | 267,154,474 | 267,133,844 | 267,112,209 | 267,033,078 | 266,179,100 | 266,161,069 | 266,130,782 | 266,029,479 | 265,062,533 | 265,035,526 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $45M | $42M | $37M | $39M | $38M | $37M | $38M | $39M | $40M | $40M | $42M | $44M | $41M | $39M | $39M | $40M | |
| Stock-based Comp | $13M | $8M | $43M | $4M | $6M | $5M | $3M | $4M | $4M | $4M | $-1M | $3M | $3M | $4M | $5M | $4M | |
| Deferred Tax | $-1M | $2M | $4M | $-9M | $-2M | $-5M | $-6M | $9M | $-37M | $-5M | $-62M | $-11M | $3M | $-400.0K | $11M | $-4M | |
| Amort. of Intangibles | $30M | $28M | $26M | $29M | $28M | $27M | $29M | $29M | $30M | $30M | $31M | $33M | $31M | $30M | $30M | $29M | |
| Other Non-cash | · | $-175M | · | · | · | $-109M | · | · | · | $-37M | · | · | · | $-33M | · | · | |
| Operating Cash Flow | $100M | $-67M | $91M | $100M | $73M | $26M | $139M | $98M | $67M | $58M | $112M | $87M | $81M | $54M | $100M | $127M | |
| CapEx | $28M | $25M | $17M | $16M | $18M | $11M | $22M | $13M | $14M | $19M | $16M | $13M | $14M | $9M | $15M | $11M | |
| Investing Cash Flow | $-29M | $-889M | $-19M | $-18M | $-14M | $338M | $-17M | $-13M | $-21M | $-23M | $-24M | $-12M | $-202M | $-12M | $-13M | $-16M | |
| Debt Issued | $0 | $449M | · | · | $0 | $0 | $1.04B | $0 | · | · | $1.15B | $0 | · | · | $0 | $0 | |
| Net Debt Issued | · | $449M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | · | · | $6M | $0 | · | · | $0 | $0 | · | · | $0 | $0 | $0 | $0 | $38M | $54M | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $20M | $20M | $19M | $19M | $19M | $20M | $19M | $19M | $19M | $20M | $19M | $19M | $19M | $19M | $19M | $20M | |
| Financing Cash Flow | $-57M | $508M | $-39M | $-15M | $-39M | $-227M | $-124M | $-28M | $-21M | $-33M | $-133M | $-23M | $127M | $-30M | $-64M | $-82M | |
| Net Change in Cash | $12M | $-449M | $32M | $64M | $31M | $140M | $-17M | $67M | $23M | $-3M | $-40M | $47M | $3M | $13M | $32M | $18M | |
| Free Cash Flow | · | $-92M | · | · | · | $15M | · | · | · | $39M | · | · | · | $44M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 34.2% | 38.4% | · | 42.2% | 42.6% | 42.2% | · | 41.5% | 43.6% | 42.6% | · | 40.4% | 39.0% | 39.7% | · | 35.9% | |
| Operating Margin | 11.6% | 13.3% | · | 15.4% | 15.1% | 13.0% | · | 14.7% | 15.7% | 13.5% | · | -0.15% | 9.0% | 11.6% | · | 12.8% | |
| Net Margin | 7.9% | 6.7% | · | 6.0% | 7.6% | 16.5% | · | 6.2% | 15.2% | 9.7% | · | -5.3% | 5.1% | 7.5% | · | 8.6% | |
| Pretax Margin | 10.9% | 9.8% | · | 8.5% | 10.1% | 19.5% | · | 12.0% | 12.1% | 12.1% | · | -2.7% | 8.2% | 10.4% | · | 11.3% | |
| EBITDA Margin | 11.6% | 18.3% | · | 15.4% | 15.1% | 19.3% | · | 14.7% | 15.7% | 20.5% | · | -0.15% | 9.0% | 18.4% | · | 12.8% | |
| ROA | 1.4% | 1.1% | · | 0.77% | 0.95% | 2.0% | · | 0.80% | 1.9% | 1.1% | · | -0.65% | 0.59% | 0.86% | · | 1.1% | |
| ROE | 2.8% | 2.1% | · | 1.5% | 1.9% | 4.0% | · | 1.7% | 4.0% | 2.4% | · | -1.4% | 1.3% | 1.8% | · | 2.2% | |
| ROIC | 2.9% | 2.8% | · | 2.7% | 2.7% | 2.6% | · | 2.0% | 5.0% | 2.7% | · | -0.08% | 1.3% | 2.0% | · | 2.6% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.9 | 2.7 | · | 4.1 | 4.1 | 3.9 | · | 3.5 | 3.5 | 3.6 | · | 3.4 | 3.3 | 3.6 | · | 3.3 | |
| Quick Ratio | 1.7 | 1.6 | · | 2.9 | 2.9 | 2.8 | · | 2.2 | 2.1 | 2.2 | · | 2.1 | 1.9 | 2.2 | · | 2.0 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Inventory Turnover | 1.8 | 1.5 | · | 1.3 | 1.2 | 1.2 | · | 1.2 | 1.0 | 1.0 | · | 1.1 | 1.1 | 1.1 | · | 1.3 | |
| Receivables Turnover | 1.6 | 1.5 | · | 1.3 | 1.3 | 1.3 | · | 1.4 | 1.3 | 1.2 | · | 1.3 | 1.2 | 1.1 | · | 1.3 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $10.40 | $10.11 | · | $9.90 | $9.81 | $9.41 | · | $9.13 | $8.88 | $8.70 | · | $8.38 | $8.66 | $8.85 | · | $8.63 | |
| Revenue / Share | $4.01 | $3.45 | · | $2.71 | $2.58 | $2.44 | · | $2.66 | $2.53 | $2.37 | · | $2.48 | $2.42 | $2.38 | · | $2.52 | |
| Cash Flow / Share | · | $-0.27 | · | · | · | $0.11 | · | · | · | $0.24 | · | · | · | $0.22 | · | · | |
| Cash / Share | $0.70 | $0.66 | · | $2.22 | $1.98 | $1.86 | · | $1.41 | $1.16 | $1.07 | · | $1.24 | $1.06 | $1.05 | · | $0.88 | |
| Dividend / Share | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | |
| EPS (TTM) | $0.74 | $0.62 | · | $0.98 | $0.99 | $1.18 | · | $1.11 | $0.81 | $0.54 | · | $0.22 | $0.57 | $0.71 | · | $0.72 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.15B | $2.80B | · | $2.50B | $2.49B | $2.48B | · | $2.41B | $2.36B | $2.33B | · | $2.33B | $2.35B | $2.44B | · | $2.62B | |
| Net Income TTM | $179M | $149M | · | $239M | $240M | $286M | · | $267M | $194M | $131M | · | $53M | $138M | $174M | · | $179M | |
| Market Cap | $12.92B | $9.23B | · | $6.75B | $6.06B | $6.05B | · | $7.26B | $7.24B | $6.67B | · | $5.22B | $5.11B | $5.14B | · | $4.31B | |
| P/E | 64.5 | 55.1 | · | 25.7 | 22.9 | 19.2 | · | 24.5 | 33.5 | 46.3 | · | 89.1 | 33.7 | 27.2 | · | 22.6 | |
| P/S | 4.1 | 3.3 | · | 2.7 | 2.4 | 2.4 | · | 3.0 | 3.1 | 2.9 | · | 2.2 | 2.2 | 2.1 | · | 1.6 | |
| P/B | 4.6 | 3.4 | · | 2.5 | 2.3 | 2.4 | · | 3.0 | 3.1 | 2.9 | · | 2.3 | 2.2 | 2.2 | · | 1.9 | |
| P / Cash Flow | · | -138.7 | · | · | · | 232.8 | · | · | · | 114.6 | · | · | · | 96.0 | · | · | |
| Dividend Yield | 0.61% | 0.85% | · | 1.1% | 1.3% | 1.3% | · | 1.1% | 1.1% | 1.2% | · | 1.5% | 1.5% | 1.5% | · | 1.8% | |
| Earnings Yield | 1.6% | 1.8% | · | 3.9% | 4.4% | 5.2% | · | 4.1% | 3.0% | 2.2% | · | 1.1% | 3.0% | 3.7% | · | 4.4% | |
| Payout Ratio | · | 36.1% | · | · | · | 20.2% | · | · | · | 35.7% | · | · | · | 45.1% | · | · | |
| Annual Payout | $78M | $78M | · | $78M | $78M | $78M | · | $78M | $78M | $78M | · | $77M | $78M | $78M | · | $79M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $2.55B | $2.46B | $2.33B | $2.55B | $2.40B |
| Gross Margin % | 42.0% | 42.1% | 39.4% | 37.4% | 40.0% |
| Operating Margin % | 13.4% | 14.0% | 7.4% | 12.8% | 12.5% |
| Net Income | $191M | $244M | $118M | $187M | $204M |
| Diluted EPS | $0.79 | $1.01 | $0.49 | $0.76 | $0.82 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Current Ratio | 3.7 | 3.3 | 3.2 | 3.5 | 2.9 |
| Quick Ratio | 2.7 | 2.1 | 2.0 | 2.1 | 2.0 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $228M | $294M | $281M | $248M | $280M |
Institutional owners (13F) 533 filers · $11.8B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
533
Value held
$11.8B
New positions
99
Exited positions
34
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 99 (-21 vs prior Q) | 34 (-8 vs prior Q) | 173 (+29 vs prior Q) | 175 (+34 vs prior Q) | +9.0M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $1,317,662,944 | 27,595,035 | 11.18% | Shares |
| FMR LLC | $834,926,858 | 17,485,379 | 7.09% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $635,082,974 | 13,300,167 | 5.39% | Shares |
| VANGUARD GROUP INC | $628,374,425 | 25,145,035 | 5.33% | Shares |
| Invesco Ltd. | $603,231,957 | 12,633,130 | 5.12% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $497,833,096 | 10,425,824 | 4.23% | Shares |
| STATE STREET CORP | $362,565,320 | 7,592,991 | 3.08% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $324,011,223 | 6,786,127 | 2.75% | Shares |
| FIL Ltd | $321,406,827 | 6,731,033 | 2.73% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $296,235,603 | 6,202,781 | 2.51% | Shares |
| NEUBERGER BERMAN GROUP LLC | $275,897,266 | 5,777,953 | 2.34% | Shares |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $180,753,176 | 3,785,405 | 1.53% | Shares |
| Capital World Investors | $179,752,870 | 3,764,458 | 1.53% | Shares |
| LOCUST WOOD CAPITAL ADVISERS, LLC | $168,770,082 | 3,534,452 | 1.43% | Shares |
| Point72 Asset Management, L.P. | $166,780,579 | 3,492,787 | 1.42% | Shares |
| AMERICAN CENTURY COMPANIES INC | $155,620,958 | 3,259,073 | 1.32% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $147,538,063 | 2,979,257 | 1.25% | Shares |
| ALLIANCEBERNSTEIN L.P. | $146,798,859 | 4,299,908 | 1.25% | Shares |
| JENNISON ASSOCIATES LLC | $146,546,329 | 3,069,033 | 1.24% | Shares |
| VOYA INVESTMENT MANAGEMENT LLC | $146,181,976 | 3,063,708 | 1.24% | Shares |
| SCOPUS ASSET MANAGEMENT, L.P. | $143,601,727 | 3,007,366 | 1.22% | Shares |
| MORGAN STANLEY | $133,758,809 | 2,801,230 | 1.14% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $120,571,329 | 2,525,054 | 1.02% | Shares |
| Clearbridge Investments, LLC | $119,495,570 | 2,502,525 | 1.01% | Shares |
| Bank of New York Mellon Corp | $110,891,938 | 2,322,344 | 0.94% | Shares |
| NEW SOUTH CAPITAL MANAGEMENT INC | $108,879,264 | 2,280,194 | 0.92% | Shares |
| JPMORGAN CHASE & CO | $107,733,246 | 2,316,494 | 0.91% | Shares |
| Holocene Advisors, LP | $102,037,453 | 2,136,910 | 0.87% | Shares |
| ROYCE & ASSOCIATES LP | $92,234,903 | 1,931,621 | 0.78% | Shares |
| FRANKLIN RESOURCES INC | $92,095,809 | 1,928,708 | 0.78% | Shares |
| GOLDMAN SACHS GROUP INC | $86,058,950 | 1,802,282 | 0.73% | Shares |
| NORTHERN TRUST CORP | $84,637,448 | 1,772,512 | 0.72% | Shares |
| Balyasny Asset Management L.P. | $84,018,608 | 1,759,552 | 0.71% | Shares |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $82,547,287 | 1,728,739 | 0.70% | Shares |
| Gates Capital Management, Inc. | $76,949,077 | 1,611,499 | 0.65% | Shares |
| Quantinno Capital Management LP | $74,226,422 | 1,554,480 | 0.63% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $71,068,379 | 1,488,343 | 0.60% | Shares |
| RAYMOND JAMES FINANCIAL INC | $70,719,360 | 1,481,034 | 0.60% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $69,387,674 | 1,453,145 | 0.59% | Shares |
| SEGALL BRYANT & HAMILL, LLC | $69,291,219 | 1,451,125 | 0.59% | Shares |
| Gotham Asset Management, LLC | $65,802,461 | 1,378,062 | 0.56% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $63,733,453 | 1,334,732 | 0.54% | Shares |
| Artemis Investment Management LLP | $54,777,941 | 1,147,182 | 0.46% | Shares |
| EVENTIDE ASSET MANAGEMENT, LLC | $54,683,181 | 1,149,055 | 0.46% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $52,731,949 | 1,104,334 | 0.45% | Shares |
| FIRST TRUST ADVISORS LP | $52,684,819 | 1,103,347 | 0.45% | Shares |
| Divisadero Street Capital Management, LP | $48,765,929 | 1,021,276 | 0.41% | Shares |
| Southpoint Capital Advisors LP | $47,750,000 | 1,000,000 | 0.41% | Shares |
| BANK OF AMERICA CORP /DE/ | $47,689,319 | 998,729 | 0.40% | Shares |
| GLENVIEW CAPITAL MANAGEMENT, LLC | $47,491,147 | 994,579 | 0.40% | Shares |
Activists & 5%+ owners 6 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Martin E. Franklin, Martin E. Franklin Revocable Trust, MEF Holdings, LLLP, MEF Holdings II, LLLP, Ian G.H. Ashken, Tasburgh, LLC, Nancy and Ian Ashken Investment Trust LLLP (f/k/a IGHA Holdings, LLLP) ×8 filings | March 23, 2026 | 4.60% | Amendment | · | SEC |
| Pershing Square Capital Management, L.P., PS Management GP, LLC, William A. Ackman ×6 filings | Feb. 5, 2019 | · | Initial filing | Board campaign | SEC |
| Berggruen Holdings Ltd, Nicolas Berggruen Charitable Trust | Dec. 19, 2017 | · | Initial filing | · | SEC |
| Mariposa Acquisition, LLC, Martin E. Franklin Revocable Trust, Martin E. Franklin ×5 filings | March 20, 2015 | · | Initial filing | · | SEC |
| Tartan Holdings, LLC, Daniel H. Leever ×2 filings | Jan. 14, 2015 | · | Initial filing | · | SEC |
| Berggruen Acquisition Holdings IV Ltd., Berggruen Holdings Ltd, Nicolas Berggruen Charitable Trust | Jan. 2, 2015 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 31 insiders · 20 officers · 13 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Benjamin Gliklich | CEO | Feb. 24, 2026 S | 1,191,078 | 0 | 1 | $-6,341,000 |
| LEEVER DANIEL H | CEO | May 4, 2015 S | 200,000 | 0 | 0 | $0 |
| Carey J. Dorman | Pdt Enterprise Ops and CFO | Feb. 23, 2026 S | 237,077 | 0 | 1 | $-3,399,825 |
| John P. Connolly | Chief Financial Officer | Feb. 20, 2019 A | 18,579 | 0 | 0 | $0 |
| Sanjiv Khattri | CFO | Feb. 21, 2017 A | 5,000 | 0 | 0 | $0 |
| Frank Monteiro | CFO | April 6, 2015 A | 11,329 | 0 | 0 | $0 |
| Richard L. Fricke | President, Electronics | Feb. 10, 2026 A | 52,771 | 0 | 0 | $0 |
| Matthew Liebowitz | President, Specialties | Feb. 10, 2026 A | 141,164 | 0 | 1 | $-984,200 |
| Diego Lopez Casanello | President - Ag Solutions | Feb. 19, 2018 A | 15,000 | 0 | 0 | $0 |
| Wayne M. Hewett | President | April 2, 2015 A | · | 0 | 0 | $0 |
| John Edward Capps | Of Counsel | Feb. 10, 2026 M | 685,916 | 0 | 0 | $0 |
| Michael Goralski | Former EVP, Head of I&S | Feb. 17, 2024 M | 147,650 | 0 | 0 | $0 |
| Joseph J. D'Ambrisi | EVP Head of Electronics | Feb. 17, 2024 M | 411,853 | 0 | 0 | $0 |
| Patricia Mount | VP, Program Mgt & Integration | Feb. 19, 2021 M | 640 | 0 | 0 | $0 |
| John David Tolbert | Chief Human Resources Officer | Feb. 19, 2019 M | 19,747 | 0 | 0 | $0 |
| Mark Gibbens | VP - Corporate Treasurer | Feb. 19, 2018 A | · | 0 | 0 | $0 |
| Robert L. Worshek | Chief Accounting Officer | March 25, 2016 A | · | 0 | 0 | $0 |
| John L Cordani | VP - Legal and Secretary | March 25, 2016 A | · | 0 | 0 | $0 |
| David A Jacoboski | Corporate Treasurer | March 17, 2016 P | 3,302 | 0 | 0 | $0 |
| Benjamin Foulk | Senior VP, Human Resources | April 6, 2015 A | · | 0 | 0 | $0 |
| Susan W. Sofronas | Director | May 4, 2026 A | 12,785 | 0 | 0 | $0 |
| Elyse Napoli Filon | Director | May 4, 2026 A | 30,490 | 0 | 0 | $0 |
| Christopher T. Fraser | Director | May 4, 2026 A | 67,312 | 0 | 0 | $0 |
| Michael F Goss | Director | May 4, 2026 A | 30,490 | 0 | 0 | $0 |
| Stanley E Oneal | Director | May 4, 2026 A | 154,371 | 0 | 3 | $-7,126,768 |
| Ian G.H. Ashken | Director | May 4, 2026 A | 19,949 | 0 | 1 | $-7,884,000 |
| Sir Martin E. Franklin | Director | Dec. 10, 2025 M | 334,100 | 0 | 0 | $0 |
| Nichelle Maynard-Elliott | Director | June 4, 2024 M | 32,154 | 0 | 0 | $0 |
| Scot Benson | Director | June 8, 2021 M | 337,980 | 0 | 0 | $0 |
| Rakesh Sachdev | Director | June 5, 2020 M | 723,752 | 0 | 0 | $0 |
| Stanhope Investments | 10% owner | Nov. 24, 2014 S | 16,211,408 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 69 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| PSCM · Invesco Exchange-Traded Fund Trust … | 11.49% | 62,642 SH | Oct. 2, 2026 | Daily |
| ADPV · Series Portfolios Trust | 3.56% | 172,748 NS | July 31, 2026 | N-PORT |
| PYZ · Invesco Exchange-Traded Fund Trust | 2.84% | 49,775 SH | Oct. 2, 2026 | Daily |
| ESSC · Strategy Shares | 0.89% | 8,761 NS | July 31, 2026 | N-PORT |
| IYM · iShares Trust | 0.77% | 265,445 SH | Sept. 11, 2026 | Daily |
| BSJS · Invesco Exchange-Traded Self-Indexe… | 0.76% | 6,153,000 | Oct. 2, 2026 | Daily |
| VAW · VANGUARD WORLD FUND | 0.72% | 679,051 SH | Aug. 19, 2026 | Daily |
| FXZ · First Trust Exchange-Traded AlphaDE… | 0.65% | 65,639 NS | July 31, 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0.60% | 136,282 SH | Aug. 19, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.59% | 800,536 SH | Aug. 19, 2026 | Daily |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.59% | 242,951 SH | Aug. 19, 2026 | Daily |
| FMAT · FIDELITY COVINGTON TRUST | 0.57% | 90,279 NS | July 31, 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.53% | 34,334 SH | Oct. 2, 2026 | Daily |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.34% | 42,701 NS | July 31, 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.33% | 41,302 NS | July 31, 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0.32% | 28,614 NS | July 31, 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0.28% | 68,200 NS | July 31, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.26% | 56,158 SH | Oct. 2, 2026 | Daily |
| ISCG · iShares Trust | 0.25% | 70,731 SH | Sept. 11, 2026 | Daily |
| VBR · VANGUARD INDEX FUNDS | 0.24% | 3,369,282 SH | Aug. 19, 2026 | Daily |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.21% | 111,688 SH | Oct. 2, 2026 | Daily |
| BKMC · BNY Mellon ETF Trust | 0.20% | 35,265 NS | July 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.18% | 122,347 NS | July 31, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.18% | 97,570 NS | July 31, 2026 | N-PORT |
| HDUS · Lattice Strategies Trust | 0.16% | 8,992 NS | July 31, 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.13% | 5,307,611 SH | Aug. 19, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.12% | 2,627,418 SH | Aug. 19, 2026 | Daily |
| SMMD · iShares Trust | 0.11% | 122,098 SH | Sept. 11, 2026 | Daily |
| ESML · iShares Trust | 0.10% | 81,924 SH | Sept. 11, 2026 | Daily |
| VFMO · VANGUARD WELLINGTON FUND | 0.08% | 33,484 SH | Aug. 19, 2026 | Daily |
| IWS · iShares Trust | 0.08% | 342,001 SH | Sept. 11, 2026 | Daily |
| WSML · iShares Trust | 0.07% | 14,561 SH | Sept. 11, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.06% | 38,429 NS | July 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.06% | 934,024 SH | Sept. 11, 2026 | Daily |
| ISCF · iShares Trust | 0.05% | 135,304 SH | Sept. 11, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.05% | 210,031 NS | July 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.04% | 163,389 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.04% | 491,061 NS | July 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.03% | 143,280 NS | July 31, 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 137,835 SH | Aug. 19, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.03% | 24,524 NS | July 31, 2026 | N-PORT |
| IWD · iShares Trust | 0.02% | 506,475 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.02% | 7,350,689 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.02% | 37,840 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.02% | 51,615 SH | Aug. 19, 2026 | Daily |
| TILT · FlexShares Trust | 0.02% | 10,586 NS | July 31, 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.02% | 41,601 SH | Oct. 1, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.02% | 51,286 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.01% | 71,131 NS | July 31, 2026 | N-PORT |
| IWB · iShares Trust | 0.01% | 157,406 SH | Sept. 11, 2026 | Daily |
| IYY · iShares Trust | 0.01% | 9,755 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 300,834 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 60,572 SH | Sept. 11, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 186,832 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 19,159 SH | Aug. 19, 2026 | Daily |
| FFSM · FIDELITY COVINGTON TRUST | 0.01% | 2,340 NS | July 31, 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.01% | 7,241 SH | Oct. 2, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.00% | 517 NS | July 31, 2026 | N-PORT |
| VGHY · VANGUARD FIXED INCOME SECURITIES FU… | · | · | July 15, 2026 | Daily |
| VCRB · VANGUARD MALVERN FUNDS | · | · | July 15, 2026 | Daily |
| VPLS · VANGUARD MALVERN FUNDS | · | · | July 15, 2026 | Daily |
| VSDB · VANGUARD MALVERN FUNDS | · | · | July 15, 2026 | Daily |
| VGMS · VANGUARD MALVERN FUNDS | · | · | July 15, 2026 | Daily |
| IJR · iShares Trust | · | 13,973,744 SH | Sept. 10, 2026 | Daily |
| IJT · iShares Trust | · | 1,083,160 SH | Sept. 9, 2026 | Daily |
| IJS · iShares Trust | · | 1,022,234 SH | Sept. 8, 2026 | Daily |
| XJR · iShares Trust | · | 31,631 SH | Aug. 31, 2026 | Daily |
| ISCB · iShares Trust | · | 10,021 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 199,306 SH | Sept. 11, 2026 | Daily |
ESI Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 13 analysts
BUY
Median target
$47.00
+23.9%
2 15.4%
Strong Buy
9 69.2%
Buy
2 15.4%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
11 analysts · 2026-09-28Mean target $46.73 +23.2%
← Below all targets
Current price $37.93
Low$42.00
Mean$46.73
High$55.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| ESI | $6.74B | 31.6 | 3.8% | 7.5% | 7.5% | 42.0% |
| PPG | $22.89B | 14.8 | 0.19% | 9.9% | 21.4% | · |
| IFF | $17.23B | -47.8 | -5.2% | -3.3% | -2.6% | 36.2% |
| DD | · | -21.6 | 1.9% | -11.4% | -4.2% | · |
| RPM | $13.53B | 20.5 | 6.7% | 8.4% | 21.3% | 41.4% |
| ALB | · | -24.6 | -4.4% | · | · | · |
| SOLS | $7.71B | 32.6 | 3.1% | 6.1% | 10.2% | · |
| NEU | $6.46B | 15.5 | -2.2% | 15.4% | 24.7% | 31.5% |
| EMN | $14.29B | 15.6 | -6.7% | 5.4% | 8.1% | 21.1% |
| SXT | · | 29.7 | 3.5% | 8.3% | 11.4% | · |
| BCPC | $4.92B | 32.3 | 8.8% | 14.9% | 12.3% | 35.7% |
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
No open signal right now — no card is filled, and that's honest.
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Source: SEC 10-Q filed Jul 28, 2026